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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,466 | $93,346-74.9% | $71,796-67.3% | $273,972-91.4% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.1%-14.6pp | 83.0%-28.5pp |
| Annual return | 7.04% | 130.39%-123.3pp | 78.04%-71.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $543 | $2,733-80.1% | $1,924-71.8% | $4,869-88.8% |
| Participant deferral / active EE | $904 | $3,475-74.0% | $2,794-67.6% | $5,287-82.9% |
| Admin fee / account holder | $681 | $6,571-89.6% | $4,815-85.8% | $10,133-93.3% |